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Delap Wealth Advisory’s Hartford Financial Services HIG Stock Holding History

Delap Wealth Advisory’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,419
Closed -$249K – 198
2024
Q1 		$249K Buy
+2,419
New +$222K 0.1% 199

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Delap Wealth Advisory's HIG Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Hartford Financial Services (HIG) in Q2 2024, closing a stake of 2,419 shares — an estimated $249K sold.

Delap Wealth Advisory first reported a position in HIG in Q1 2024 and held it in 1 quarter. The position peaked at $249K in Q1 2024. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Hartford Financial Services position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 2,419 Hartford Financial Services shares in Q2 2024, an estimated $249K.
  • Delap Wealth Advisory first reported a position in Hartford Financial Services in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Hartford Financial Services position peaked at $249K in Q1 2024.
  • 926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.